VANN FAMILY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
VANN FAMILY FOUNDATION INC (EIN 35-2008538)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-04-30
IRS object ID
202511209349100341
Schema version
2024v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-04-30T10:01:00-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FRIEDMAN & HUEY ASSOC LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line120940 S FRANKFORT SQUARE RDAddressLine1Txt
CityFRANKFORTCityNm
State AbbreviationILStateAbbreviationCd
ZIP60423ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN352008538EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE VANN FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% SHERRY S CONNOLLYInCareOfNm
Business Name ControlVANNBusinessNameControlTxt
Phone2603414777PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111008 CARNOUSTIE LANEAddressLine1Txt
CityFORT WAYNECityNm
State AbbreviationINStateAbbreviationCd
ZIP46814ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHERRY CONNOLLYPersonNm
Person TitleBOARD CHAIRPersonTitleTxt
Phone7087996800PhoneNum
Signature2025-04-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCYNTHIA BECKERPreparerPersonNm
PTINP01063523PTIN
Phone7087996800PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$25,213,846FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,433,747ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$362,607DividendsRevAndExpnssAmt
Dividends Net Invst Incm$362,607DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,372,467NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,959,033GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,372,467CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$53OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$53OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$3,168,874TotalRevAndExpnssAmt
Total Net Invst Incm$1,735,127TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$4,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,125AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,125AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$127,735OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$127,735OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$5,163TaxesRevAndExpnssAmt
Taxes Net Invst Incm$893TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$137,148TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$130,753TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,125TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$223,631ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$223,631ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$360,779TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$130,753TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$225,756TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,808,095ExcessRevenueOverExpensesAmt
Net Investment Income$1,604,374NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$224,104SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$280,766SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$280,766SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$8,513,143CorporateStockBOYAmt
Corporate Stock EOY$10,915,715CorporateStockEOYAmt
Corporate Stock EOYFMV$23,574,284CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,030,819CorporateBondsBOYAmt
Corporate Bonds EOY$1,429,437CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,358,796CorporateBondsEOYFMVAmt
Other Investments BOY$54,220OtherInvestmentsBOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Other Assets BOY$638OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$9,822,924TotalAssetsBOYAmt
Total Assets EOY$12,625,918TotalAssetsEOYAmt
Total Assets EOYFMV$25,213,846TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$9,822,924CapitalStockBOYAmt
Capital Stock EOY$12,625,918CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$9,822,924TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$12,625,918TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,822,924TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$12,625,918TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,822,924TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,808,095ExcessRevenueOverExpensesAmt
Subtotal$12,631,019SubtotalAmt
Other Decreases$5,101OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$12,625,918TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SHORT TERM SALESP$60,551$62,146-$1,595-$1,595
LONG TERM SALESP$2,898,217$1,524,420$1,373,797$1,373,797
CAPITAL GAIN DIVIDENDSP$265
CAPITAL GAIN DIVIDENDSP$265
FieldValueIRS element (for citing)
Capital Gain Net Income$1,372,467CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$22,301InvestmentIncomeExciseTaxAmt
Subtotal$22,301SubtotalAmt
Tax Based On Investment Income$22,301TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,136EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$8,136TotalPaymentsAndCreditsAmt
Tax Due$14,165TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateINOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SHERRY S CONNOLLYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2603414777PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111008 CARNOUSTIE LANEAddressLine1Txt
CityFORT WAYNECityNm
State AbbreviationINStateAbbreviationCd
ZIP46814ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SHERRY S CONNOLLY
11008 CARNOUSTIE LANEFORT WAYNEIN46814PRESIDENT/TREASURER5.0$0$0$0
STEPHANIE MOEN
11008 CARNOUSTIE LANEFORT WAYNEIN46814DIRECTOR5.0$0$0$0
JAMES VANN III
11008 CARNOUSTIE LANEFORT WAYNEIN46814SECRETARY5.0$0$0$0
DEBBIE GILREATH
11008 CARNOUSTIE LANEFORT WAYNEIN46814DIRECTOR5.0$0$0$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NORTHERN TRUST COMPANYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 803878AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60680ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT MGMTServiceTypeTxt
Compensation$127,735CompensationAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$22,381,234AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$410,204AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$22,791,438TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$22,791,438AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$341,872CashDeemedCharitableAmt
Net Vl Noncharitable Assets$22,449,566NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,122,478MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,122,478MinimumInvestmentReturnAmt
Tax Based On Investment Income$22,301TaxBasedOnInvestmentIncomeAmt
Total Tax$22,301TotalTaxAmt
Distributable Before Adj$1,100,177DistributableBeforeAdjAmt
Distributable Before Ded$1,100,177DistributableBeforeDedAmt
Distributable As Adjusted$1,100,177DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$225,756ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$225,756QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,100,177DistributableAsAdjustedAmt
Undistributed Income PY$199,265UndistributedIncomePYAmt
Prior Year12022PriorYear1Yr
Prior Year22021PriorYear2Yr
Prior Year32020PriorYear3Yr
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$225,756QualifyingDistributionsAmt
Applied To Year1$199,265AppliedToYear1Amt
Applied To Current Year$26,491AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$1,073,686UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJAMES M VANN ESTATE OF JAMES M VANContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSHERRY CONNOLLYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line111008 CARNOUSTIE LANEAddressLine1Txt
CityFORT WAYNECityNm
State AbbreviationINStateAbbreviationCd
ZIP46814ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2603414777RecipientPhoneNum
Recipient Email AddressSHERRY2919@GMAIL.COMRecipientEmailAddressTxt
Form And Info And MaterialsNO FORMAL PROCESS; JUST SEND A LETTER DETAILING REQUESTFormAndInfoAndMaterialsTxt
Submission DeadlinesSEPTEMBER 1stSubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
VERA BRADLEY FOUNDATION FOR BREAST CANCER RESEARCH
12420 STONEBRIDGE ROADROANOKEIN46783NONEPCGENERAL OPERATING PURPOSE$15,000
CLEMSON UNIVERSITY FOUNDATION
PO BOX 1889CLEMSONSC296331889NONEPCGENERAL OPERATING PURPOSE$1,000
MSD OF LAWRENCE TOWNSHIP FOUNDATION
6501 SUNNYSIDE ROADINDIANAPOLISIN46236NONEPCTO SUPPORT THE BROOK PARK SENSORY PROGRAM$1,631
RONALD MCDONALD HOUSE CHARITIES OF DENVER INC
1300 EAST 21ST AVENUEDENVERCO80205NONEPCGENERAL OPERATING PURPOSE$1,000
WREATHS ACROSS AMERICA
PO BOX 249COLUMBIA FALLSME04623NONEPCGENERAL OPERATING PURPOSE$4,000
FERNBANK ELEMENTARY SCHOOL FOUNDATION
157 HEATON PARK DR NEATLANTAGA30307NONEPCGENERAL OPERATING PURPOSE$1,000
MAYO CLINIC
200 FIRST STREET SWROCHESTERMN55905NONEPCTO SUPPORT PATIENT CARE, RESEARCH, AND EDUCATION$200,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$223,631TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$362,607ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,372,467ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS REVENUEDesc
Exclusion01ExclusionCd
Exclusion$53ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,735,127ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,735,127TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJAMES M VANN ESTATEContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12850 CLASSIC DRIVEAddressLine1Txt
CityHIGHLAND RANCHCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80126ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,433,747TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,250Amt
Net Investment Income$2,125NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,125DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondNORTHERN TRUST 23-09802BondNm
EOY Book Value$1,429,437EOYBookValueAmt
EOYFMV$1,358,796EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
NORTHERN TRUST 23-09802$8,223,862$19,413,115
NORTHERN TRUST 23-28638$2,691,853$4,161,169

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemNORTHERN TRUST 23-09802CategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$0BookValueAmt
EOYFMV$0EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDEND RECEIVABLEDesc
BOY Book Value$638BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCOST BASIS ADJUSTMENTDesc
Amt$5,101Amt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescINVESTMENT INCOMEDesc
Revenue And Expenses Per Books$53RevenueAndExpensesPerBooksAmt
Net Investment Income$53NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryNORTHERN TRUST FEESCategoryTxt
Amt$127,735Amt
Net Investment Income$127,735NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$893$893
FEDERAL ESTIMATES$4,270

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